Edit Subcontract Invoice - Cost Plus with or without GMP

Edit Sub Invoice Header Information

  1. At the Sub Invoice listing, click on the Invoice # to view the details.
  2. Review the Lock status to make sure it is unchecked. Admins can temporarily unlock it even if it has been exported.
  3. Click the pencil icon to the right of the "Sub Invoice Information" section title shown at the top.
  4. Edit the Sub Invoice header information as needed.
  5. Click 'Save and Close'.

Edit Original Subcontract Items (aka Schedule of Values) or SCOs

  1. With the Sub Invoice form open, review the Lock status to make sure it is unchecked. Admins can temporarily unlock it even if it has been exported.
  2. Scroll down to the 'Invoice Details' section.
  3. Click on 'View Invoice Details - Billed Items' link.

  To edit an existing item in the list:

  1. Navigate to an item and click on the Item #. This will open the item details form.
  2. Update information as needed.
  3. Click the 'Save' button shown below the grid.

  To add items:

  1. Click the 'Add' button shown above the grid and to the right.
  2. Enter the Item # (sort order), Item Description, Quantity, Unit of Measure, Unit Price.
  3. Select the Job Cost Code.
  4. Optional: Select the Tax Code.
  5. Select Invoice Item Type: Labor, Other, or Reimbursables.
  6. Optional: Enter the Manufacturer, Part # and UPC information.
  7. Click the 'Save' or 'Save and New' button shown below the grid.

Edit Billed Retainage/Holdbacks

See Releasing Sub Invoice Retainage/Holdbacks (aka Billed Retainage/Holdbacks)